Montag & Caldwell US Equity Large Cap Growth Fund Class G Unhedged Shares (0P0000Y51O.L)
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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Montag & Caldwell US Equity Large Cap Growth Fund Class G Unhedged Shares
3455 Peachtree Road NE
Suite 1500
Management Information
David L. Watson,Lead Manager since November 24, 2008
Mr. Watson joined Montag & Caldwell in 1999 and serves as portfolio manager and is a member of the Large Cap Growth Investment Policy Group. Prior to joining Montag & Caldwell, he served as a senior portfolio manager with Merrill Lynch Investment Management, managing private and institutional portfolios, and he was a portfolio manager for SunTrust Banks, Inc., and the companyâs Trusco Capital Management subsidiary for twelve years. Past affiliations include membership on the Educational Content Committee of the New York Stock Exchange (NYSE); the Professional Qualifications Committee of the Municipal Securities Rulemaking Board (MSRB); and past member of the Mississippi State University Foundation Board of Directors. His current professional affiliations include the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryUS Large-Cap Growth Equity
Fund FamilyMontag & Caldwell, LLC
Net AssetsN/A
YTD Return5.73%
Yield0.00%
Morningstar Rating★★
Inception DateJan 13, 2012
Fund Operations
Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
Expense0P0000Y51O.LCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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